Personio

Personio is a human resources management software that helps businesses streamline HR processes, including recruitment, employee data management, and payroll, in one platform.

Bruin supports Personio as a source for Ingestr assets, and you can use it to ingest data from Personio into your data platform.

To set up a Personio connection, you must add a configuration item in the .bruin.yml and asset file. You need client_id and client_secret. For details on how to obtain these credentials, please refer here

Follow the steps below to set up Personio correctly as a data source and run ingestion.

Configuration

Step 1: Add a connection to the .bruin.yml file

In order to set up Personio connection, you need to add a configuration item in the .bruin.yml file and asset file. This configuration must comply with the following schema:

connections:
      personio:
        - name: "personio"
          client_id: "id_123"
          client_secret: "secret_123"

• client_id (required): It is the client_id which is used for authenticating the request.
• client_secret (required): It is the client_secret which is used for authenticating the request.

Step 2: Create an asset file for data ingestion

To ingest data from Personio, you need to create an asset configuration file. This file defines the data flow from the source to the destination. Create a YAML file (e.g., personio_ingestion.yml) inside the assets folder and add the following content:

name: public.personio
type: ingestr

parameters:
  source_connection: personio
  source_table: 'employees'

  destination: postgres

• name: The name of the asset.
• type: Specifies the asset’s type. Set this to ingestr to use the ingestr data pipeline. For Personio, it will be always ingestr.
• source_connection: The name of the Personio connection defined in .bruin.yml.
• source_table: The name of the table in Personio to ingest.

Available Source Tables

Table	PK	Inc Key	Inc Strategy	Details
employees	id	last_modified_at	merge	Retrieves company employees details.
absence_types	id	–	replace	Retrieves list of various types of employee absences Retrieves absence periods for absences tracked in days.
absences	id	updated_at	merge	Fetches absence periods for absences with time unit set to days.
attendances	id	updated_at	merge	Retrieves attendance records for each employee
projects	id	–	replace	Retrieves a list of all company projects
document_categories	id	–	replace	Retrieves all document categories of the company
custom_reports_list	id	–	replace	Retrieves metadata about existing custom reports in your Personio account, such as report name, report type, report date / timeframe.
employees_absences_balance	[employee_id,id]	–	merge	Retrieves the absence balance for a specific employee

• destination: The destination platform/type, for example postgres.

Step 3: Run asset to ingest data

bruin run assets/personio_asset.yml

As a result of this command, Bruin will ingest data from the given Personio table into your Postgres database.